Retirement planning. It's about time.

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No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Steven Waggoner

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • MI
    • NY
    • OH
    • WA
    • WI

          200 East Main Street
          Suite 900
          Ft. Wayne, IN 46802
          steven.waggoner@ubs.com
          Steven Waggoner
          200 East Main Street,Ft. Wayne,IN,46802
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        Turn possibilities into a plan

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        UBS ElectionWatch

        Election day is over. Now what?

        Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

        Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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